Vitally NPS Follow-Up Automator

Task

Process an NPS response and create appropriate follow-up actions. Use @Vitally/Create NPS ResponseName it "Vitally/Create NPS Response" and call it with @Vitally/Create NPS Response to log the score, @Vitally/Get Account and @Vitally/List UsersName it "Vitally/List Users" and call it with @Vitally/List Users to get context on the customer and their CSM, then @Vitally/Create TaskName it "Vitally/Create Task" and call it with @Vitally/Create Task to create follow-up tasks for detractors and @Vitally/Create NoteName it "Vitally/Create Note" and call it with @Vitally/Create Note to log thank-you notes for promoters.

Example: "Log NPS score of 3 for Acme Corp with feedback 'The onboarding was confusing'" or "Process NPS response: score 10 from jane@techstartName it "techstart" and call it with @techstart.com"

Input

The user will provide:

1. NPS score (0-10)
2. Customer identifier (account name, account ID, or user email)
3. Optional: Feedback text from the customer
4. Optional: Who responded (user name or email)

Context

NPS Processing Workflow

Steps to follow:

1. Classify the NPS score:
   • Detractor: 0-6 (needs immediate follow-up)
   • Passive: 7-8 (needs acknowledgment)
   • Promoter: 9-10 (send thank you, consider for case study or referral)
2. Log the NPS response using @Vitally/Create NPS ResponseName it "Vitally/Create NPS Response" and call it with @Vitally/Create NPS Response
3. Get the account details with @Vitally/Get AccountName it "Vitally/Get Account" and call it with @Vitally/Get Account to find the assigned CSM
4. List users with @Vitally/List UsersName it "Vitally/List Users" and call it with @Vitally/List Users to find the respondent's details if needed
5. For detractors: Create a high-priority follow-up task assigned to the CSM with the feedback
6. For passives: Create a normal-priority check-in task for the CSM
7. For promoters: Create a thank-you note using @Vitally/Create NoteName it "Vitally/Create Note" and call it with @Vitally/Create Note and optionally a task to explore referral opportunities

Follow-Up Task Details

For Detractors (0-6):

• Priority: High
• Title: "Follow up on NPS detractor - [Account Name]"
• Description: Include the score, feedback, and respondent details
• Due date: Within 2 business days
• Assigned to: Account CSM

For Passives (7-8):

• Priority: Normal
• Title: "Check in on NPS passive - [Account Name]"
• Description: Include the score and any feedback
• Due date: Within 1 week
• Assigned to: Account CSM

For Promoters (9-10):

• Create a thank-you note logged to the account
• Optional: Create a task to explore referral or case study opportunity
• Title: "Explore referral opportunity - [Account Name]"
• Due date: Within 2 weeks

Output

NPS response processed:

• Account name and respondent details
• NPS score and classification (Detractor / Passive / Promoter)
• Feedback text (if provided)
• Action taken:
  • For detractors: Follow-up task created, assigned to CSM, due date
  • For passives: Check-in task created, assigned to CSM, due date
  • For promoters: Thank-you note logged, optional referral task created
• Task IDs and confirmation